Requires ability to define and prioritize project activities and follow-up on project progress; written and verbal communication skills, working knowledge and proficiency in the appropriate computer programs such as MS Word and database input is essential, knowledge of financial services field. Must be able to learn quickly and to engage in a number of detailed tasks at once. Must have flexibility in regard to the duties assigned and problem solving skills, be able to work independently.
Processing incoming and outgoing paperwork including mail and facsimiles; support client service associates and operational personnel; checking inbound client documents for accuracy, notating all activities on the account, and submitting accurate forms for final processing to service center; make outbound contact both in writing and verbally with clients concerning paperwork.
- Years of experience: 2 years
- Experience level:Experienced
Working hours: 8 AM - 5 PM
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